格隆汇3月23日｜方正证券研报指出，中信银行2025实现营收2125亿元，同比-0.5%，增速较9M25+2.9pct；实现归母净利润706亿元，同比+3.0%，增速较9M25持平。其他非息支撑营收增速修复，多提拨备夯实资产质量；对公贷款高增，零售贷款平稳增长，净息差连续企稳，资产质量稳中向好，零售不良略有上浮。公司背靠中信集团全牌照金融生态，深耕对公业务领域，近年发力零售战略转型，形成对公、零售、金市综合发展的业务结构，后续有望基于集团协同优势持续稳健增长，调升至“强烈推荐”评级。预计2026-2028公司归母净利润分别为735、774、824亿元，同比+4.1%、+5.4%、+6.5%，当前收盘价对应PB分别为0.57、0.53、0.50倍。

全球首富馬斯克涉足晶片製造領域，宣布在得州興建晶片廠，目標年產量達一太瓦算力。 人工智能(AI)和機械人快速發展，為支撐龐大的算力需求，全球首富馬斯克計劃在美國得州奧斯汀興建一座超級晶片工廠。馬斯克表示，旗下公司對運算能力的需求，預期將遠超全球晶片供應商的產能，若果不自行建廠，將面臨無晶片可用的局面。 特斯拉行政總裁馬斯克說：「我們非常感謝我們現有的供應鏈，感謝三星、台積電、美光等，我們希望他們盡快擴產。我們會買下他們所有的晶片。但是他們輕鬆地擴張上限，而那個速度遠低於我們的需求，所以我們要麼建立Terafab，要麼就得不到這些晶片。」 今次的項目由馬斯克旗下三間公司，包括航天企業SpaceX、電動車企業Tesla特斯拉，以及人工智能公司xAI共同營運，目標每年生產晶片達一太瓦算力，相當於一萬億瓦，供應旗下公司所用。一太瓦相當於一萬座大型數據中心的算力。 這一間「算力工廠」主要生產兩種晶片，一種用於電動車、人形機械人及無人駕駛的士，另一種則用於太空領域。在產能分配上，約八成將用於太空，其餘兩成則服務地面應用。不過馬斯克並無透露項目落成和產量達標的具體時間表。 多間美國媒體早前估計，項目投資約200億至250億美元，將採用2納米先進製程。而早前有報道，SpaceX計劃今年稍後時間招股上市，估值或超過1.7萬億美元。

全球首富馬斯克涉足晶片製造領域，宣布在得州興建晶片廠，目標年產量達一太瓦算力。 人工智能(AI)和機械人快速發展，為支撐龐大的算力需求，全球首富馬斯克計劃在美國得州奧斯汀興建一座超級晶片工廠。馬斯克表示，旗下公司對運算能力的需求，預期將遠超全球晶片供應商的產能，若果不自行建廠，將面臨無晶片可用的局面。 特斯拉行政總裁馬斯克說：「我們非常感謝我們現有的供應鏈，感謝三星、台積電、美光等，我們希望他們盡快擴產。我們會買下他們所有的晶片。但是他們輕鬆地擴張上限，而那個速度遠低於我們的需求，所以我們要麼建立Terafab，要麼就得不到這些晶片。」 今次的項目由馬斯克旗下三間公司，包括航天企業SpaceX、電動車企業Tesla特斯拉，以及人工智能公司xAI共同營運，目標每年生產晶片達一太瓦算力，相當於一萬億瓦，供應旗下公司所用。一太瓦相當於一萬座大型數據中心的算力。 這一間「算力工廠」主要生產兩種晶片，一種用於電動車、人形機械人及無人駕駛的士，另一種則用於太空領域。在產能分配上，約八成將用於太空，其餘兩成則服務地面應用。不過馬斯克並無透露項目落成和產量達標的具體時間表。 多間美國媒體早前估計，項目投資約200億至250億美元，將採用2納米先進製程。而早前有報道，SpaceX計劃今年稍後時間招股上市，估值或超過1.7萬億美元。

現貨金價繼續受壓，曾經跌穿4,200美元水平，今年來的升幅全部蒸發。 中東戰事自二月底爆發以來，期油價格持續攀升，加劇市場對通脹的憂慮。多國央行都注視油價對整體物價帶來的衝擊，不排除要收緊貨幣政策，透過加息抑制通脹。 市場對美國聯儲局短期減息基本上已幻滅。相反，已開始有預計十月要掉頭加息。加息預期，對無利息回報的黃金來說明顯利淡。現貨金價已連跌八個交易日，今年來最多近三成的升幅全部蒸發。 iFAST Global Markets副總裁溫鋼城稱︰「大家會擔心未來利率繼續上調的話，資金寧願走去美元，很多產油國的富翁寧願持有美元，覺得走都方便些，有事坐飛機避難都方便很多。這方面亦有一些沽壓，這會形成金價短期壓力，其實下一關來說，4,000美元(一盎司)整數關來的，始終央行仍然積極購金，若中東事件冷卻，加息方面不是太高的預期的話，對於黃金亦都有一個支持。」 另一方面，有分析指出，中東戰事掀起環球金融市場震盪。多個主要市場股市由高位顯著回落。黃金亦成為套現、籌措現金的工具，加劇了金價跌勢。 《證券日報》引述東方金誠認為，黃金市場短期受壓，但中長期向好態勢不變，地緣局勢演變與實際利率下行，將成為金價重啟升勢的核心催化劑。

現貨金價繼續受壓，曾經跌穿4,200美元水平，今年來的升幅全部蒸發。 中東戰事自二月底爆發以來，期油價格持續攀升，加劇市場對通脹的憂慮。多國央行都注視油價對整體物價帶來的衝擊，不排除要收緊貨幣政策，透過加息抑制通脹。 市場對美國聯儲局短期減息基本上已幻滅。相反，已開始有預計十月要掉頭加息。加息預期，對無利息回報的黃金來說明顯利淡。現貨金價已連跌八個交易日，今年來最多近三成的升幅全部蒸發。 iFAST Global Markets副總裁溫鋼城稱︰「大家會擔心未來利率繼續上調的話，資金寧願走去美元，很多產油國的富翁寧願持有美元，覺得走都方便些，有事坐飛機避難都方便很多。這方面亦有一些沽壓，這會形成金價短期壓力，其實下一關來說，4,000美元(一盎司)整數關來的，始終央行仍然積極購金，若中東事件冷卻，加息方面不是太高的預期的話，對於黃金亦都有一個支持。」 另一方面，有分析指出，中東戰事掀起環球金融市場震盪。多個主要市場股市由高位顯著回落。黃金亦成為套現、籌措現金的工具，加劇了金價跌勢。 《證券日報》引述東方金誠認為，黃金市場短期受壓，但中長期向好態勢不變，地緣局勢演變與實際利率下行，將成為金價重啟升勢的核心催化劑。

华为发布新款非凡探索手表 支持北斗卫星语音消息 2026-03-23 15:31:38 来源： 同花顺7x24快讯 分享 3月23日下午，华为发布新款非凡探索手表华为WATCH Ultimate2非凡探索旷野绿，其支持海豚声呐通信、北斗卫星语音消息，以及小艺运动健康等运动健康功能。

From 2h ago 05.31 GMT Starmer calls emergency meeting on UK economy as risks from war mount British prime minister Keir Starmer is set to chair an emergency meeting on the economic fallout from the war in Iran on Monday, with chancellor of the exchequer Rachel Reeves and Bank of England governor Andrew Bailey also attending, the UK government has said. Financial markets face another turbulent week after Iran said it would strike its Gulf neighbours’ energy and water systems if Donald Trump followed through on his threat to “obliterate” Iran’s power plants if it doesn’t fully open up the crucial strait of Hormuz. The UK is watching with particular unease, Reuters reports. The country’s heavy dependence on imported natural gas, persistently high inflation and stretched public finances have pushed its government bonds into a far steeper decline than those of international peers. Keir Starmer will chair the emergency meeting on Monday. Photograph: Tolga Akmen/EPA Britain’s finance ministry said before the so-called “Cobra” meeting: double quotation mark Topics expected to be covered are the economic impact of the crisis on families and businesses, energy security and the resilience of industry and supply chains alongside the international response. Foreign secretary Yvette Cooper and energy secretary Ed Miliband will also attend. Reeves has said it is too soon to say what the impact of the war will be for Britain’s economy and has resisted calls for sweeping cost-of-living measures for households, saying instead that more targeted support is under consideration. Starmer and Donald Trump spoke by phone on Sunday evening, the UK government said in a statement. “The leaders discussed the current situation in the Middle East, and in particular, the need to reopen the Strait of Hormuz to resume global shipping.” Share Updated at 06.16 GMT 18m ago 07.22 GMT Keir Starmer is expected to hold an emergency Cobra meeting this afternoon to discuss the economic fallout of the Iran w...

近日，天眼查App显示，万科A（000002）完成工商变更，郁亮卸任法定代表人，黄力平正式接任。有业内人士表示，由此万科（000002）正式进入深铁集团全面主导的新阶段。此次法定代表人变更，背后是万科（000002）治理结构的深刻调整与行业发展的必然趋势，也与企业当前面临的经营挑战密切相关。(证券时报)

Tesla Inc (NASDAQ:TSLA) stock is 2.7% higher to trade at $378.12 today, a strong start to a week. The shares are set to snap a three-day losing streak today that sent TSLA to its lowest level since September on Friday. Amidst its recent slide, options traders have been circling. For over a year now, Tesla has landed on Senior Quantitative Analyst Rocky White's list of stocks seeing the most options volume in the past 10 days. In this two-week timeframe, the stock has seen 14.3 million calls and 11.1 million puts traded, with the weekly 3/13 400-strike calls seeing notable activity, while the weekly March 390 calls are also popular. Tesla stock on Friday tested its 320-day moving average, and has reclaimed this trendline. The shares just wrapped their fifth-straight weekly loss. The skid from TSLA's Dec. 22 record high of $498.83 sent its 14-Day Relative Strength Index (RSI) down to 30, on the cusp of "oversold" territory and a partial explainer for today's rally. Options are affordably priced, per the EV stock's Schaeffer's Volatility Index (SVI) of 44% that stands in the 7th percentile of annual readings. It's worth noting that Tesla's Schaeffer's Volatility Scorecard (SVS) comes in at 6 out of 100. In other words, the stock has consistently realized lower volatility than its options have priced in over the past 12 months, making it a premium selling candidate.

美國紐約拉瓜迪亞機場有客機降落後，與地面一輛消防車相撞，據報最少兩死兩傷，機場暫時關閉。 客機頭部損毀嚴重，事發在當地周日晚上11點38分左右，涉事客機來自加拿大蒙特利爾，隸屬於加拿大航空公司旗下的加拿大快運航空。美國全國廣播公司報道，當時機上載有76名乘客和4名機組人員，機師和副機師死亡，消防車上兩人受傷。 美國聯邦航空管理局表示，預計機場在當地周一下午兩點前都將保持關閉。機場網站顯示，到達機場的飛機已被分流到其他機場或折返出發地。

扎克伯格曾希望所有人最终都能拥有自己的人工智能助手，而眼下他正尝试“从我做起”…… 据了解该项目的人士对媒体透露，这位Meta首席执行官目前正在为自己打造一个“CEO智能体”，以帮助他完成工作。 据悉，当前仍在开发中的这款助手正在帮助扎克伯格更快地获取信息——例如，为他检索那些通常需要穿过层层汇报关系才能获得的答案。 扎克伯格的助手项目反映了这家拥有78000名员工的公司内部的一种驱动力，即加快工作节奏，消除组织结构的层级，并改变员工的日常工作，以保持与那些员工规模小得多的人工智能原生初创公司的竞争力。 Meta认为采用人工智能对其未来的成功至关重要，并正在试验如何将其更多地整合到业务中。 头脑风暴 扎克伯格近期也投入了更多时间亲自编写代码，他在今年1月的公司财报电话会议上预告了公司的一些努力方向。 “我们正在投资人工智能原生工具，让Meta的员工能够完成更多工作。我们正在提升个人贡献者的地位，并使团队扁平化。如果我们做到这一点，我认为我们将完成更多工作，而且我认为这会变得更有趣，”他指出。 目前，人工智能工具的使用已在Meta内部迅速普及——部分原因是它现在是员工绩效考核的一个因素。 据悉，Meta的内部留言板上充满了员工的帖子，分享他们发现的新AI用例以及他们使用AI构建的新工具。 公司内部一些人将这种氛围描述为让人联想起该公司创立的早期——当时公司还叫Facebook ，那时非官方的内部座右铭是“快速行动，打破陈规”。扎克伯格在最近一次庭审作证时表示，公司已不再遵循这一座右铭，转而采用更接近“稳中求快”的理念。 更多AI妙用 业内人士称，Meta员工们也已经开始使用诸如MyClaw之类的个人智能体工具，这些工具可以访问他们的聊天记录和工作文件，并可以代表他们与同事——或同事自己的个人助手——进行沟通。 据熟悉情况的人士称，另一个名为“第二大脑”(Second Brain)、介于聊天机器人和助手之间的AI工具也在内部获得发展势头。 “第二大脑”由一名Meta员工基于Claude构建，可以为项目文档建立索引并进行查询，此外还有其他用途。在向员工发布该工具的内部贴文中，该构建者表示这款AI工具“旨在成为一个AI参谋长”。 一些人士称，Meta内部留言板上甚至有一个群组，供员工的个人AI智能体在那里互相交谈 ——这不难令人联想到Meta本月早些时候收购了专门面向AI智...

'Become MPs To Protect Your Homeland!' - Alarm Bells In Spain As Moroccan Diaspora Seeks Political Mobilization Via Remix News, Spain is facing mounting concern over the long-term consequences of years of large-scale Moroccan migration, as warnings grow that a sizable and increasingly organized community could begin to exert coordinated political influence. Official figures cited by La Región show that nearly 900,000 Moroccan nationals were living in Spain in 2024, making them the largest Muslim group in the country. More than 226,000 are concentrated in Catalonia, with numbers continuing to rise sharply. What is now causing alarm is not just the scale, but the potential for political mobilization. The Spanish news outlet referenced a 2023 speech by Enaam Mayara, then-president of the Moroccan parliament’s upper chamber, in which he openly called on Moroccans living in Spain to enter politics, join parties, and take part in elections. His goal was clear: to build influence inside Spanish institutions and defend Moroccan national interests from within. “The community in our northern neighbor should be encouraged to participate in that country’s political process,” Mayara said. “Members of the Moroccan community should be encouraged to become members of parliament in the country of their nationality in order to defend the interests of their homeland whenever necessary.” “The Moroccan community must integrate into Spanish political parties to form a lobby that defends Morocco,” he added. The comments sparked fears that what began as migration could evolve into coordinated political leverage. More recently, Morocco has moved to strengthen its grip on diaspora identity through education. Earlier this month, in response to the suspension of the Arabic language and Moroccan culture program in the Spanish regions of Madrid and Murcia, Moroccan Foreign Minister Nasser Bourita called for reforms to overseas teaching programs that could trigger a “qualitative transformation” i...

AeroVironment ( AVAV ) secured a $117.3M contract to supply P550 long-range reconnaissance systems (drones). Work locations and funding will be set per order, with completion expected by July 23, 2026. Army Contracting Command is the contracting activity. The AeroVironment ( AVAV ) shares traded slightly higher to ~$198.77 in pre-market hours on March 21 after falling about 6.45% on March 20. More on AeroVironment AeroVironment, Inc. (AVAV) Presents at JPMorgan Industrials Conference 2026 Transcript AeroVironment Mobilizes For High-Volume Deployment AeroVironment: This Drone Maker Disappoints, But Counter-Drone Demand Is Surging SA Asks: What's the best drone stock right now? (Update) AeroVironment acquires Empirical Systems Aerospace

所有资产都在被抛售，只有比特币跌得最少。 黄金周一连续第九天下跌，创下近年来最长连跌纪录。亚洲股市连续第三个交易日走低，并即将进入技术性调整区间。截至发稿， 现货黄金自去年11月24日以来首次跌至4100美元/盎司下方，日内重挫8.6%。 由于持续战争威胁推 高通 胀风险，并可能迫使各国央行转向加息而非降息，债券收益率持续上升。美国标准普尔指数期货和欧洲股指期货都显示市场仍将继续下跌。布伦特原油小幅升至每桶113美元，今年以来累计涨幅已超过70%。 亚洲时间周一上午，比特币报68316美元，过去24小时上涨1.5%，但本周累计下跌6%。以太币上涨2.7%，报2059美元。瑞波币上涨2%，报1.38美元。波场币上涨0.3%，报0.309美元，是主要加密货币中唯一周线上仍保持上涨的品种，周涨幅为3.8%。币安币下跌1.2%，报627美元。索拉纳下跌2.5%，报86.54美元。狗狗币下跌1.7%，报0.09美元，本周累计下跌7.4%，是主要加密货币中表现最差的一个。 从周度表现来看，各类资产整体都相当疲弱。原本被认为应在地缘政治动荡中表现更强的黄金，较近期高点已回落约18%。亚洲股票正在进入调整区间。比特币本周下跌6%，但仍维持在66000美元支撑位上方，而这一支撑位自2月28日以来历次战争引发的抛售中都未被跌破。 美国注册投资顾问公司双重质数首席执行官 Alexander Blume 表示：“黄金上涨和比特币下跌背后的原因，更偏向结构性因素，而不仅仅是市场交易本身。一些国家一直在系统性买入黄金，这是更大范围内降低对西方市场和美元依赖战略的一部分。” 但随着冲突加剧，这种买入力度开始逆转，因为市场当前更优先考虑流动性，而不是避险。 Blume指出，在当前宏观环境下，比特币现货价格和衍生品市场“整体表现相当稳健”。他说，公司目前的布局是押注未来几周到几个月内资金费率和期货利率上升，也就是说，他们采取的是一种逆向判断：未来价格意外上涨的可能性高于市场普遍预期。 特朗普上周六发出的48小时最后通牒将在周一晚间到期：如果霍尔木兹海峡不能重新开放，美国将“打击并摧毁”伊朗发电设施。 伊朗回应称，任何此类攻击都将导致这条海上通道无限期关闭，并对整个地区的美国和以色列能源基础设施发动报复性打击。 与此同时， 高盛 将全年布伦特原油价格预测从每桶77美元上调至85美元，并将美国西得克萨斯...

UK government bonds are headed for their worst month since the historic rout that led to the ouster of former Prime Minister Liz Truss , as the war in the Middle East sends energy costs and yields higher. An index tracking the performance of a conventional gilt portfolio is down almost 5% this month — its largest fall since an 8% slide in September 2022. The selloff has erased £108 billion from the benchmark’s market value, which stood at £1.63 trillion at Friday’s close. “The UK rates market saw one of the sharpest shocks in recent history,” Morgan Stanley analysts Fabio Bassanin and Luca Salford wrote in a note. “The current backdrop should remain unsupportive for gilts.” While global bonds have been hit hard since the US and Israel started their strikes on Iran, gilts have led the drop. The UK’s dependency on imported energy makes it particularly vulnerable to supply disruptions. That’s seen traders price in three quarter-point rate hikes from the Bank of England this year — a complete reversal from the two rate cuts seen before the conflict — as officials vowed to keep inflation in check. Gilts trading resumes at 8 a.m. in London.

格隆汇3月23日｜高盛目前预计欧洲央行将在2026年4月和6月各加息25个基点，此前预测为今年利率保持不变。此次的调整与摩根大通和巴克莱银行上周的预测一致，这两家银行也预计欧洲央行将在4月采取行动。高盛指出，中东地区的冲突带来了通胀风险，而能源价格的上涨则是主要的困扰因素。

财联社3月23日讯（编辑 冯轶） 受中东局势剧烈升级影响，全球股市短线呈现出明显的避险倾向，今日港股也出现恐慌性行情。 截至发稿，恒生指数盘中跌超4%，已创下年内最大日内跌幅。 银河证券分析指出，若美伊发生泥潭式长期冲突，港股市场将经历“短期情绪冲击→中期基本面传导→长期结构性分化”的三阶段演化。宏观上面临“低增长、高利率、通胀黏性”的严峻组合。 而实际上，自上周国际油价中枢升至百元关口一线后，中东局势继续交织反复，已带动部分资金提前交易滞涨预期。 逻辑上，目前不少机构认为，若未来美伊冲突走向长期化，油价中枢或上移并在高位震荡，全球通胀回落受阻，势必影响主要央行降息节奏，或将导致全球经济将呈现低增长、高利率、通胀黏性的格局。 另一方面，中东地缘冲突升级以来，宏观流动性冲击持续显现，也对风险资产价格形成压制。 银河证券表示，由于全球货币环境的同步收紧将进一步压缩，各国的政策空间，美元走强，非美货币国家承压，资金回流美元资产，全球利率中枢上移，将压制权益资产估值，非美资产承压。 此外，有媒体报道称，欧洲央行一位高级官员表示，因观察到个别银行一些关键指标疲软，欧洲央行敦促贷款机构密切关注其美元资金情况。 且对于港股而言，还或受3月下旬至4月上旬集中的限售股解禁潮的额外影响，叠加财报季业绩带来的盈利预期波动，以及潜在外盘冲，短线大市承压渐显。 值得一提的是，据华西证券研究显示，本次霍尔木兹海峡封锁对全球原油供给的冲击规模在历次地缘事件中居首。 据IEA测算，海峡封锁导致全球原油日供应量骤减约2000万桶，占全球总供应量比重高达20%，断供缺口是俄乌冲突与利比亚内战时期的约十倍。 从行情走势来看，由于此前市场对冲突持续性的判断存在分歧，美元和美债收益率的上行幅度相对偏弱，反映出市场尚未充分定价高油价持续时间超预期所带来的冲击。 但华西证券认为，随着油价冲击带来的通胀再加速预期，正驱动市场对“降息暂停乃至重启加息”的定价升温。资金基于对美联储降息路径延后的重估，将迅速转向美元现金，从而对无息资产和风险资产形成显著压制。 综合来看，地缘风险引发的全球滞胀担忧正在重塑市场的短期交易逻辑。短线而言，全球基金尤其是被动型基金为了应对赎回或降低风险敞口，须在短时间内大幅减仓，行业轮动进一步增加抛弃高贝塔资产，拥抱防御型资产。 展望后市，中信建投研报认为，全球能源价格大幅上涨，消费受到抑制...

When Arsenal manager Mikel Arteta was recorded refusing to sign a shirt when a man approached his car after a match recently, he defended himself against a backlash by saying he felt "exposed" and claimed some fans "are not doing it for the right reasons". Last year, Manchester City boss Pep Guardiola furiously berated a group of hunters who approached him at a car park near his home, lambasting their career choice, telling them: "Don't come again - I won't tell you again, I know your faces. Do you want to live your life doing this, honestly? What are your dreams?" The sports memorabilia industry is estimated to be worth billions of pounds globally per year, underlining the wealth professional hunters can generate by regularly seeking out stars. Clubs sometimes have to step in and protect players, including banning professional hunters from operating outside training grounds, providing security staff at nearby petrol stations where hunters know players stop to fill up their cars, and in some cases helping escort them home. In 2023 Manchester United's Mason Mount was filmed telling hunters to stop following him home after they had done so on consecutive days. And earlier this month United defender Noussair Mazraoui was recorded comically scribbling half-hearted signatures on a set of shirts given to him by a hunter who approached him at his car window after training. "Players get really fed up with it," says Premier League winner Chris Sutton. "I've had it loads of times as a player and as a pundit. They stand outside the BBC studio and ask me to sign 12 number nine shirts all at once. I queried it recently and said 'you're going to flog these online, aren't you?' "It's so annoying that the intention is to make money out of players and other high-profile people. It's up to the player, manager, or has-been like myself to make a judgement call in the moment. "If we say no, then the spurned party will often abuse the person who turned them down and out them online or pu...

Avior Wealth Management LLC lessened its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 3.9% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 248,906 shares of the computer hardware maker's stock after selling 9,986 shares during the period. NVIDIA accounts for about 1.4% of Avior Wealth Management LLC's investment portfolio, making the stock its 13th biggest holding. Avior Wealth Management LLC's holdings in NVIDIA were worth $46,421,000 as of its most recent filing with the SEC. A number of other hedge funds and other institutional investors have also bought and sold shares of NVDA. Joule Financial LLC raised its stake in NVIDIA by 2.2% during the 3rd quarter. Joule Financial LLC now owns 2,308 shares of the computer hardware maker's stock worth $431,000 after acquiring an additional 50 shares during the period. Vision Financial Markets LLC lifted its holdings in NVIDIA by 1.2% during the third quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker's stock valued at $866,000 after purchasing an additional 53 shares in the last quarter. Websterrogers Financial Advisors LLC boosted its position in shares of NVIDIA by 2.6% in the third quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker's stock worth $395,000 after purchasing an additional 54 shares during the period. IMG Wealth Management Inc. increased its stake in shares of NVIDIA by 1.4% in the third quarter. IMG Wealth Management Inc. now owns 3,820 shares of the computer hardware maker's stock worth $713,000 after purchasing an additional 54 shares in the last quarter. Finally, Cyr Financial Inc. increased its stake in shares of NVIDIA by 0.7% in the third quarter. Cyr Financial Inc. now owns 7,737 shares of the computer hardware maker's stock worth $1,444,000 after purchasing an additional 54 shares in the last quarter. Hedge funds and other institutional investors ow...

Berkshire Hathaway Inc. will invest 287.4b yen ($1.8 billion) in insurer Tokio Marine Holdings Inc. , marking a significant increase in the US conglomerate’s exposure to the Japanese market. National Indemnity Company , a subsidiary of Berkshire, will make a 2.49% strategic investment in Tokio Marine, and the two companies will collaborate on reinsurance and mergers and acquisition, according to a statement Monday. The deal is Berkshire’s latest move in Japan, where six years ago — under the leadership of Warren Buffett — the firm revealed it had invested in the country’s largest trading houses. Buffett said in an annual letter to shareholders that the firm was looking to raise ownership in Japan’s five largest trading houses “over time.” Tokio Marine will sell treasury shares to Berkshire Hathaway as part of its strategic partnership. Berkshire said it will not raise its stake above 9.9% without approval from Tokio Marine’s board.

近年来，随着新能源汽车、储能等行业的发展，新能源电池的市场规模也迅速扩大，如今又有该领域公司赴港IPO。 格隆汇获悉，近日，上海璞泰来新能源科技集团股份有限公司（简称“璞泰来”）向港交所递交招股书，拟在香港主板上市，中金公司为其独家保荐人。 璞泰来（603659）是新能源电池产业链上游综合解决方案提供商，主营业务涵盖 膜材料及涂覆加工、负极材料 等。截至3月20日收盘，公司市值超675亿元。 如今新能源电池市场情况如何？今天就来一探究竟。 01 超7成收入来自新能源电池关键材料，面临客户集中风险 新能源电池技术以锂离子电池为核心，钠离子电池、固态电池等新技术正加速研发及产业化进程。 按下游应用领域划分，新能源电池可分为 储能电池、动力电池、消费电池 。 其中，动力电池主要应用于新能源汽车，储能电池主要用于储能系统、输配电、电力消费及数据中心等细分领域，消费电池用于手机、笔记本计算机、无人机、小型机器人、可穿戴设备等产品。 新能源电池产业链上游包括正极材料、负极材料、隔膜、电解液、铝塑包装膜及功能性材料等电池核心材料，以及电池材料设备及电池制造设备。参与者除了璞泰来之外，还包括湖南裕能、德方纳米、容百科技、当升科技、贝特瑞、杉杉股份、天赐材料、新宙邦、恩捷股份、星源材质等企业。 中游专注于锂离子电池、钠离子电池及固态电池在内的各种新能源电池的制造及组装，参与者有宁德时代、比亚迪、中创新航、国轩高科、亿纬锂能、欣旺达、瑞浦兰钧、海辰储能、珠海冠宇、德赛电池、ATL等。 下游板块将中游生产的电池产品广泛应用于新能源汽车、储能系统、消费电子产品等场景，参与者包括特斯拉、比亚迪、理想、蔚来、小鹏、吉利、国家电网、南方电网、阳光电源、海博思创等。 资料来源：灼识咨询；图片来源于招股书 璞泰来主要从事 新能源电池关键材料、新能源电池自动化装备 的研发、制造和销售。 在新能源电池材料及服务领域，公司可单独供应 涂覆隔膜、膜材料、负极材料 及功能性材料，或提供针对客户特定的工艺要求量身定制的一体化材料解决方案，包括CAAS极片代工服务； 在新能源自动化装备及服务领域，公司可提供用于新能源电池及新能源材料生产的自动化设备及相关技术服务，以及提供从关键材料到核心设备的一体化、定制化解决方案。 具体来看，2023年至2025年（简称“报告期”），公司 70%以上的收入来自新能源电池关键材料...

南向资金净买入超230亿港元 2026-03-23 15:26:46 来源： 同花顺7x24快讯 分享 文章提及标的 同花顺 -- 据同花顺（300033）iFinD数据，截至目前，南向资金净买入超230亿港元，其中港股通(沪)买入超136.51亿港元，港股通(深)买入超95.05亿港元。

文章提及标的 原油 -- 美原油 -- 国际油价再度拉升，WTI原油涨超3%，现报101.2美元/桶。

Unless market turmoil ruins the fun, 2026 looks to be a banner year for initial public offerings (IPOs). Giant private companies such as OpenAI, Anthropic, and Databricks are planning to sell stock to public investors. No IPO is as anticipated as SpaceX. The spaceflight company founded by Elon Musk has been private for two decades and is rumored to be planning the largest IPO in history later this year at a valuation of $1.5 trillion or higher. The downside of an IPO is that retail investors may only be able to buy SpaceX stock after a potential IPO pop, putting them at the back of the line. Luckily, investors have a workaround to buying SpaceX stock today. Here's how anyone -- not just professional investors -- can get exposure to SpaceX stock before its upcoming market debut. Expand NASDAQ : SATS EchoStar Today's Change ( 0.67 %) $ 0.73 Current Price $ 109.84 Key Data Points Market Cap $32B Day's Range $ 104.13 - $ 111.50 52wk Range $ 14.90 - $ 132.25 Volume 49M Avg Vol 5.8M Gross Margin 15.71 % A publicly traded tracking stock SpaceX has been making massive investments to expand its Starlink satellite internet service, with plans to add more capacity and eventually offer direct-to-mobile-device connectivity (today, you need a terminal to use it). This is one of the reasons it wants to raise massive amounts of capital through an IPO: It will be expensive to send all these satellites into orbit. It is also the reason the company made a massive deal with EchoStar (SATS +0.67%). The telecommunications provider, which also owns Dish Network and Boost Mobile, sold its spectrum to SpaceX in a massive deal valued at $19.5 billion. In phased transactions, EchoStar will receive $8.5 billion in cash and $11 billion in SpaceX stock, with SpaceX funding EchoStar's interest payments on its massive debt load. SpaceX needed EchoStar's frequencies (the spectrum) in order to beam internet directly to mobile devices, and it paid a pretty penny for it. Now, EchoStar can almost be tr...

Key Points SpaceX is planning to go public later this year. There is a publicly traded stock that can give you exposure to the business. SpaceX stock looks overvalued if it goes public at its reported valuation price. These 10 stocks could mint the next wave of millionaires › Unless market turmoil ruins the fun, 2026 looks to be a banner year for initial public offerings (IPOs). Giant private companies such as OpenAI, Anthropic, and Databricks are planning to sell stock to public investors. No IPO is as anticipated as SpaceX. The spaceflight company founded by Elon Musk has been private for two decades and is rumored to be planning the largest IPO in history later this year at a valuation of $1.5 trillion or higher. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » The downside of an IPO is that retail investors may only be able to buy SpaceX stock after a potential IPO pop, putting them at the back of the line. Luckily, investors have a workaround to buying SpaceX stock today. Here's how anyone -- not just professional investors -- can get exposure to SpaceX stock before its upcoming market debut. A publicly traded tracking stock SpaceX has been making massive investments to expand its Starlink satellite internet service, with plans to add more capacity and eventually offer direct-to-mobile-device connectivity (today, you need a terminal to use it). This is one of the reasons it wants to raise massive amounts of capital through an IPO: It will be expensive to send all these satellites into orbit. It is also the reason the company made a massive deal with EchoStar (NASDAQ: SATS). The telecommunications provider, which also owns Dish Network and Boost Mobile, sold its spectrum to SpaceX in a massive deal valued at $19.5 billion. In phased transactions, EchoStar will receive $8.5 billion in cash and $...

Caledonia Mining press release ( CMCL ): Q4 GAAP EPS of $0.56 misses by $0.03 . Revenue of $74.74M (+57.3% Y/Y) beats by $2.84M . Caledonia announces today that the board of directors of the company has approved a dividend of 14 cents per share which will be paid on April 17, 2026. FY 2025 gold production of 76,213 oz was within the revised guidance range of 75,500 to 79,500 oz and broadly consistent with production achieved over the prior two years, reflecting the underlying stability of the operation. For 2026, Caledonia expects Blanket gold production to be in the range of 72,000 to 76,500 oz [1] , with the quarterly production profile anticipated to be stronger in the second half of the year as higher-grade areas increasingly come on stream. Total Group capital expenditure for FY 2026 is projected to be US$178.9 million, reflecting the Group's commitment to sustaining production at Blanket while advancing its growth pipeline. More on Caledonia Mining Caledonia Mining: Fundamental Position Weakening As Gold Continues Ascent Caledonia Mining: Clearing The Recent Tax Hurdle In Zimbabwe Caledonia raises $150M for Zimbabwe gold mine in international capital raise Caledonia Mining plunges on upsized note offering, lower Blanket Mine production Seeking Alpha’s Quant Rating on Caledonia Mining